J.P. Morgan Markets jpmm.

com

Equities

J.P. Morgan is a global leader in providing a wide range of innovative equities solutions to institutional, investor and
issuer clients – from initial public offerings, secondary placements and equity-linked structures to private placements,
equity derivatives products, and block and portfolio trading services. We continually refine our product offerings to
provide targeted ideas, quantitative analysis, superior execution and advanced analytics to address our clients’ needs.
Full-Service Global Equities Platform
J.P. Morgan offers corporate, institutional and hedge fund clients the following products and services:
• Global trade execution services across major exchanges and • Sales, trading and research services on equity-based derivatives,
electronic trading networks as well as risk management applications and structured products
• Program and special equity trading services • Equity structuring and sales services in the primary markets,
• Transition management services across all asset classes including initial public offerings, follow-on offerings and
convertible securities
• Full range of equity-linked services, including competitive
pricing and complex structuring for new equity-linked issuances • Futures and options execution and clearing services on
and innovative ways to increase conversion premiums for issuers approximately 70 exchanges globally

Cash Equities
Execution Services Research
Cash Sales and Trading: Our client-focused sales traders work with J.P. Morgan’s Equity Research is highly ranked by clients and
research analysts, sector specialists and position traders to provide external surveys, including leading U.S. and European-based
execution advice, timely market information, liquidity and best asset management groups. The firm’s independent and objective
execution. approach to research is complemented by the strong relationships
 lectronic Client Solutions (ECS): ECS is committed to providing
E built with the companies we follow, enabling a deep understanding
global access, superior service and quantitative content to our of their businesses and the industry environments in which they
clients. A consultative approach to electronic trading enables us operate. This insight ensures that our strategic and financial
to partner with clients, understand their needs and deliver tailored analysis provides a solid base for projections of future financial
solutions. Our global suite of algorithms, analytics, trading research performance.
and liquidity products is designed to protect customer orders while
Analytics
facilitating anonymous access to global liquidity.
Portfolio Trading: J.P. Morgan’s execution capabilities cover the
world’s major equity markets, with memberships across most
markets. Coupled with this footprint, J.P. Morgan has dedicated
portfolio trading and sales professionals in New York, London,
Tokyo, Hong Kong and Sydney.

Contact Us
Cash Equities J.P. Morgan offers a suite of quantitative trading and portfolio
New York London Hong Kong analytics designed to assist J.P. Morgan clients with their
+1 212 622 2826 +44 20 7779 3366 +852 2800 8830 investment decisions. The product uses quantitative models and
proprietary data sets to deliver a unique perspective into the
investment lifecycle.
Equity Derivatives
New York London Hong Kong
+1 212 622 2505 +44 20 7134 1288 +852 2800 8857
J.P. Morgan Markets jpmm.com

Equity Derivatives
Recognized as a market leader in equity derivatives, J.P. Morgan offers capabilities across delta one, flow derivatives, convertibles, exotics,
structured and fund-linked products. Clients benefit from our focus on innovation, liquidity provision and capital commitment.
Our Marketing, Structuring and Trading teams aim to exceed the expectations of our clients by providing the best in expertise, risk management
and service. J.P. Morgan is also committed to further developing the industry by helping to define standard practice, enhance transparency,
maintain discipline and improve operational efficiency in the derivatives market.

Access the Full Breadth and Depth of Products

Strategic and Exotics and
Delta One Flow Products Corporate Structured Tradable Index Fund-Linked
Derivatives Products Products Products

• Exchange Traded Funds • Listed futures and options • Stake management – • Basket options • Enhanced equity • ETFs, mutual funds, fund
(ETFs) leverage, monetization of funds and hedge funds
• Warrants • Cliquets • Asset allocation strategies
and hedging • Delta one
• Access products • OTC single stock • Accumulators/ • Alternative beta
and index options • Margin financing deccumulators • Unfunded exposure
• Custom basket solutions • Volatility-linked strategies
• Convertible bond solutions (total return swap)
• Equity-linked swaps • Swaps and options • Range accruals for absolute return and
on dividends • Structured share hedging • Options
• Index forwards • Correlation swaps
• VIX derivatives repurchases (e.g., ASRs) • Delivery of client-driven • Principal protection
• Dividend swaps • Outperformance options
• Variance derivatives • M&A facilitation strategies • Leveraged exposure
• Certificates • Annual review notes
• Convertible products (share classes/certificates)
• Sector and ETF swaps • Annuity products
• Financing – term,
• Exchange for Physicals • Options on tradable indices non-recourse
(EFPs) • Gap risk products • Yield enhancement product
• Equity hybrids with FX, • Retirement product
Commodities, Rates or
• Outperformance product
Credit
• Portfolio overlays

Product Expertise
J.P. Morgan offers a full suite of vanilla and structured derivatives
products that can be used in a number of portfolio management
approaches, including risk management, capital protection, return
enhancement and long/short volatility strategies.
In addition to a comprehensive product offering, our integrated Mar-
keting, Structuring and Trading teams deliver excellent service and
customized solutions to meet our clients’ needs.
Research
Our Global Equity Derivatives and Quantitative Strategy research
team helps our clients make informed investment decisions by
delivering trade ideas, in-depth reports and analytic tools across
a broad range of equity derivative products. The team regularly
works with clients on research and analysis customized for their
individual needs.
Additionally, our breadth of market coverage and commitment to
cutting-edge analytics technology provide clients with unparalleled
J.P. Morgan Markets services are not available in all countries at this time. Please consult your J.P. Morgan representative to learn more about the services available to you.
access to data, including volatility surfaces, variance swaps and
correlation metrics.
Analytics
J.P. Morgan’s Nexus tool combines our front-to-back capability to
deliver bespoke managed and systematic strategies to clients in a
very flexible form, with minimal operational burden.
Nexus offers an efficient way to adjust exposures across a multitude
of assets without having to enter into a new transaction to change
exposure or substitute each individual component. This means that
a single strategy can be used to implement both tactical allocations
through time or systematic investment strategies.
Acting as allocators, clients can create their own strategy in which
they can adjust the components and their weights, or define a
systematic rebalancing mechanism. Clients can obtain exposure to
their strategy in a variety of investable formats (certificates, notes
and OTC derivatives) and risk profiles (delta one, leverage and
capital protection).

© 2013 JPMorgan Chase & Co. All rights reserved. This material has been prepared by personnel in the Sales and Trading Departments of one or more affiliates of JPMorgan
Chase & Co. for distribution to J.P. Morgan’s institutional clients only. It may not be forwarded to non-institutional clients. It is not the product of J.P. Morgan’s Research
Department. It is not a research report and is not intended as such. This material is for the general information of our clients and is a “solicitation” only as that term is used
within CFTC Rule 1.71 and 23.605 promulgated under the U.S. Commodity Exchange Act. These materials are provided for informational purposes only and are not otherwise
intended as an offer to sell, or the solicitation of an offer to purchase, any security or other financial instrument. These materials contain preliminary information that is subject
to change and that is not intended to be complete or to constitute all of the information necessary to evaluate adequately the consequences of investing in any securities or
other financial instruments described herein. These materials also include information obtained from sources believed to be reliable, but J.P. Morgan does not warrant its
completeness or accuracy. In no event shall J.P. Morgan be liable for any use by any party of, for any decision made or action taken by any party in reliance upon, or for any
inaccuracies or errors in, or omissions from, the information contained herein and such information may not be relied upon by you in evaluating the merits of participating in
any transaction. All projections, forecasts and estimates of returns and other “forward-looking” information not purely historical in nature are based on assumptions, which are
unlikely to be consistent with, and may differ materially from, actual events or conditions. Such forward-looking information only illustrates hypothetical results under certain
assumptions and does not reflect actual investment results and is not a guarantee of future results. Actual results will vary with each use and over time, and the variations
may be material. Nothing herein should be construed as an investment recommendation or as legal, tax, investment or accounting advice. J.P. Morgan is the marketing name
for the investment banking activities of JPMorgan Chase Bank, National Association, J.P. Morgan Securities LLC (member, NYSE), J.P. Morgan Securities plc (authorized by the
FSA and member, LSE) and their investment banking affiliates. In Australia, J.P. Morgan is the marketing name for JPMorgan Chase Bank, National Association (ABN 43 074
112 011, AFSL 238367), J.P. Morgan Australia Limited (ABN 52 002 888 011, AFSL 238188) and J.P. Morgan Securities Australia Limited (ABN 61 003 245 234, AFSL 238066).
For the avoidance of doubt, these materials are not distributed by any of the J.P. Morgan entities in India. JPMorgan Chase & Co. and its affiliates do not provide tax advice.
Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with
the promotion, marketing or recommendation by anyone unaffiliated with JPMorgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S.
tax-related penalties. This material was produced as of April 2013.
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